Having joined Knox Law in 1981, Mr. Mosier’s practice includes business and tax transactions with significant experience in insurance agency and broker purchases and sales. His work with agency owners has enabled him to understand the nuances of insurance agency transactions and his practical, reasoned approach has effectively guided clients as the market has evolved from local and regional activity to private equity funded acquirers with a national focus.
Mr. Mosier also has significant experience in life and death planning for retirement benefits, distributions and beneficiary designations. He designs and drafts employee pension and welfare benefit plans and represents plan sponsors, trustees and administrators.
He is the firm’s liaison to Lawyers Associated Worldwide (LAW), a global association of 100 independent law firms representing a global resource of more than 4,000 lawyers in more than 50 countries around the world.
Related Experience
Transaction Activity
- Worked with the investment banker and client to successfully close the sale of a regional insurance agency to a nationally based purchaser in a $14.5 million transaction involving cash and purchaser equity at closing and earn-out opportunity
- Successfully closed the purchase of two separate agencies for an acquiring client in transactions utilizing cash and client equity
- Successfully negotiated and closed the $6 million purchase of a limited liability company (LLC) membership interest and related member, management and employment arrangements in the LLC operating and employment agreements
Retirement and Welfare Benefits Activity
- Restated the Knox Law IRS Pre-Approved Volume Submitter Defined Benefit Plan, which now includes the cash balance plan option, for compliance with the Pension Protection Act
- Attended the Sungard/Relius 2019 and 2018 ERISA Workshops
- Attended the Sungard/Relius EPCRS Retirement Plan Correction Workshop
- Participated in a self-insured health plan program with Northwest Insurance Services and Innovu, LLC
Lawyers Associated Worldwide
- Represented Knox Law at the 2019 Americas' Regional Meeting in Chicago, IL, USA
- Represented Knox Law at the 2018 Annual General Meeting in Bangkok, Thailand
Speaking Engagements & Publications
- Cybertheft and Retirement Plan Assets
- Agent and Broker Mergers and Acquisitions
- IRS Expands Self-Correction Program
- 2019 Dollar Limitations on Benefits and Contributions
- Pennsylvania Breach of Personal Information Notification Obligations
- The Affordable Care Act: The Gift that Keeps on Giving
- Firm's Annual Professional Advisor Symposium, October 2014-2016; 2018
- Northwest's Employee Benefits Management Lunch & Learn, Erie and Cranberry Township, September 2016
- HVA Senior Living Alliance Long-Term Care Seminar, May 2014: Affordable Care Act Refresher and Update
- Cadillac Tax: Why You Should Prepare for 2018
- ACA: Post King v. Burwell Landscape
- SCOTUS Opinion on King v. Burwell
- FAQ’s On Reporting Employer-Provided Health Insurance Offer and Coverage
- SBA Proposes Amendments to Sole Source Authority for Women-Owned Small Businesses
- After Tax Season: What To Do If You Receive a Letter from the IRS
- Reporting Employer-Provided Health Insurance Offer and Coverage
- Pending Supreme Court Ruling on Tax Credits
- Employer Payment Plans: IRS Caution Regarding ACA Penalties
- IRS Guidance Regarding Employee Benefit Plans and Same-Sex Marriage
- Affordable Care Act Final Regulations Part IV: Non-Calendar Year Plans
- Affordable Care Act Final Regulations Part III: Monthly Measurement of Full-Time Employees
- Affordable Care Act Final Regulations: Part II: 2015 Transitional Relief for Applicable Large Employers
- Affordable Care Act Final Regulations: Part I Overview
- The Importance and Availability of Networking and Mentoring
- Same-Sex Marriage Implications for Employee Benefit Plans
- The Affordable Care Act and Self-Insurance for Small Employers
- National Women’s Business Council 2012 Annual Report Recommendations
- Retirement Plan Service Provider Fee Disclosures: Employer Responsibilities
- The U.S. Supreme Court’s Health Care Reform Ruling: Impact on Employer Plans
- To Be or Not To Be Sustainable?
- Attorney Collaboration and Why It Matters To You the Client
- New Year – New Disclosure Requirements in 2012: Part I Qualified Plan Disclosures to Participants; Part II Service Provider Disclosures to Plan Fiduciaries
- Marcellus and Retirement Planning Opportunities
- The BRICs and Your Business
- Lawyers Associated Worldwide: Lessons from Our Friends in Greece
- Health Care & Tax Reform Potpourri
- Erie Angel Network is Open for Business
- Energy Opportunities in North and South America
- Leverage 401(k) Plan with Cross-Testing to Maximize Key Employee Benefits
- Cash Balance Retirement Plans: An Introduction
- Beneficiary Designations: Keep Them Current
- Doing Business in China: Opportunity or Misadventure?
- Roth 401(k) Accounts as an Estate Planning Tool
- Planning for Assets Out of State and Out of the Country
- Allocating Certain Plan Expenses to Individual Participants’ Accounts in Profit Sharing 401(k) and other Defined Contribution Plans
- Credit for Small Employer Pension Plan Startup Costs
Community & Professional Service
- Presque Isle Rotary Club, President and Board of Directors
Firm Involvement
- Shareholder
- LAW Liaison